Our Financial Services
Advanced Asset Management offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.
Review Your Existing Arrangements
When was the last time you reviewed your pensions, investments and life assurance plans? Are you confident that your monies are working as hard as possible for you?
Personal circumstances change all the time, so there may well be a need to review your existing arrangements to ensure that you have adequate provision in place for the future.
Protection Planning
The first place to start with financial planning is to protect what you already have, whether it be your family, your assets, your business or all three.
Advanced Asset Management will help you find cost effective ways of ensuring they are protected financially, through a thorough review of your financial needs and aspirations.
Pensions & Retirement Planning
When it comes to providing for our retirement too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. Pensions and retirement planning is a complex area and requires sound financial advice so call us now for advice on the options available to you under the new pensions legislation regime.
Savings & Investments Planning
Whether you are looking to put your money away for a rainy day or invest a lump sum for capital growth/income, we will help you find the right product which will take into account your tax status, attitude to investment risk and financial objectives. Contact us for further information.
Corporate Financial Planning
Companies have many specialist needs including business and partnership protection, raising finance, taxation issues and employee benefit schemes. These all require specialist financial planning advice so contact us now for a full financial review of your business.
Inheritance Tax and Trust Planning
Many people believe that inheritance tax (IHT) and estate planning only affect the extremely wealthy. The reality is that many of you now need to think seriously about the implications of IHT particularly when making your will. The good news is that we can help you reduce and plan for the IHT bill your estate may need to pay.
Mortagages
Your home may be the largest single investment you will ever make, so making the wrong decision can become a very expensive mistake indeed. To further add to the risk there are a bewildering number of mortgage products available – so how can you be sure you are getting the best deal?
Raising Finance
Whether you are looking to raise finance for yourself or your business, we can introduce you to lenders who have a wide range of personal and commercial secured loan products at competitive interest rates. Contact us now for further information.
Buying Property Abroad
Due to popular demand and interest in the overseas property market, we have various partners who offer an extensive range of new and re-sale properties in Southern Spain. So whether you are looking for a new investment opportunity or simply a place to relax in the sun call us now to discuss all aspects of purchasing abroad.
(Disclaimer)
Advanced Asset Managementis an appointed representative of The M&E Network Ltd, which is authorised and regulated by the Financial Services Authority. The M&E Network Ltd is entered on the FSA register under reference 150643.
The FSA do not regulate personal and commercial finance, wills writing, taxation and trust advice, some types of offshore investments, some types of Buy to Let arrangements and Home Reversion schemes.
For Investment Planning we make recommendations based upon the Whole of Market. The levels, bases and reliefs of taxation are subject to change.
The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
Advanced Asset Managementis an appointed representative of The M&E Network Ltd, which is authorised and regulated by the Financial Services Authority. The M&E Network Ltd is entered on the FSA register under reference 150643. |
